See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,202 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 13 111 EXPRESS ST · PLAINVIEW, NY 11803 | Contract Administrator | $11,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,852 | $50,982+19.4% | $154,803-60.7% | $85,563-28.9% |
| Participation rate | 32.6% | 59.8%-27.2pp | 78.1%-45.5pp | 66.0%-33.4pp |
| Annual return | 16.80% | 30.35%-13.6pp | 58.88%-42.1pp | 31.51%-14.7pp |
| Employer contribution / active EE | $704 | $1,708-58.8% | $4,305-83.6% | $2,654-73.5% |
| Participant deferral / active EE | $3,678 | $2,474+48.6% | $5,540-33.6% | $4,375-15.9% |
| Admin fee / account holder | $336 | $846-60.3% | $14,329-97.7% | $834-59.7% |